Chalise Westenskow, CFP®, APMA®, CDFA®
Financial Strategist | Divorce Financial Expert | Advocate for Your Next Chapter
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PHONE
801-569-4864
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BUSINESS NAME
Inventa Wealth Advisors
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ADDRESS
7440 S Creek Rd, Ste 250
Sandy, UT 84093 -
WEBSITE URL
About Chalise
Chalise Westenskow is a trusted guide for life’s most pivotal transitions. With over two decades of experience at Inventa Wealth, she combines the precision of a CFP® and APMA® with the specialized insight of a CDFA®. Her training in mediation and Collaborative divorce practice ensures clients navigate financial complexities with clarity, whether they’re building wealth or restructuring it during divorce.
Areas of Focus:
- Divorce Financial Planning: Untangling the financial intricacies of divorce with empathy, detailed analysis, and strategic foresight.
- Comprehensive Wealth Management: Crafting tailored plans for retirement, investments, and generational wealth.
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Transition Planning: Helping individuals and couples confidently restructure their finances after divorce or major career changes.
Based in Salt Lake City, Chalise is known for her ability to translate complex financial concepts into actionable steps. When she’s not advocating for clients, you’ll find her hiking Utah’s trails or cheering on her son Knox (a budding basketball star—though she might be a little biased).
Why Clients Choose Chalise:
- Holistic Approach: Blends technical expertise with a deep understanding of life’s emotional and logistical challenges.
- Niche Mastery: One of Utah’s few advisors dually credentialed in comprehensive wealth management and divorce financial analysis.
- Your Advocate: Committed to ensuring you feel informed, confident, and empowered at every step.